Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TREMONT CREDIT UNION
EIN 04-3414490financial servicesLatest filing 2025
Plans
2
Retirement
2
$7.9M assets
Welfare
0
Participants
106
2 GRANITE AVE, STE 101 - MILTON, MA 021864377781-843-5626tremontcu.orgLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.9M assets / 106 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TREMONT CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$5.6M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
TREMONT CREDIT UNION RETIREMENT PENSION PLAN
TraditionalDB
Assets$2.3M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TREMONT CREDIT UNION 401(K) PLAN AND TRUST | 401k | $5.6M | 90 | 2025 | |
| 001 | TREMONT CREDIT UNION RETIREMENT PENSION PLAN | TraditionalDB | $2.3M | 16 | 2024 |
Retirement plans